1 A presentation to: Wi-Fi Business Development Summit.

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A presentation to: Wi-Fi Business Development Summit

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Convergence winners and losers- who’s where on the hype curve?

Peter Gardner

Global Sector Head, Communications, 3i Group

The WiFi Business Development Summit

Milan, Wednesday 26 October 2005

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Agenda Introduction to 3i

Convergence

The Hype Cycle

Who is doing what (selection) Wifi VoIP Location Broadband Broadcast

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3i – the facts

International scale and reputation

As at 31 March 2005

A world-leader in private equity and venture capital

Established for 60 years

FTSE 100 company valued at €6 billion

14,000 investments since 1946 and 1,000 IPOs

Over 500 trade sales and 83 IPOs in the past 5 years

Over 250 market-facing investment professionals

Proven international, cross-border offer

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Venture capital: investment criteria Investment range: €1.5 - €40 million

High quality founders and management team

Differentiated technology or service proposition

Clear attainable market proposition

Significant growth potential

Clear opportunity for 3i to add value

Clear opportunity for realisation of value – sale or float

Venture capital team focuses on: Communications Software Healthcare Electronics, semiconductors and advanced technologies

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US UK

ASIA

NORDIC

Jarkko Virtanen

Kimmo Korpela

Vesa Sadeharju

Ere Kariola

Cynthia Ng

Robin Murray

David Aslin

Mike Reid

Jean-David

Chamboredon

Achim Lederle

Ian Lobley

C. EUROPE

GLOBAL

Peter Gardner

Krishna Visvanathan Mikko Suonenlahti

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Convergence

WirelessFixed

Wireline

Broadcast

Person / Machine

Voice

MobileData

Person to Person

Machine to Machine

Pulled content

Pushed content

Passive

Active

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Source: Gartner 2004-5

Emerging technology

Sorting the problems

Problems sorted now

for execution

Mature technology and

businesses

See

www.gartner.com

TechnologyTrigger

Peak of InflatedExpectations

Trough ofDisillusionment

Slope ofEnlightenment

Plateau ofProductivity

Maturity

VisibilityKey: Time to Plateau

Less than two years

Two to five years

Five to 10 years

More than 10 years

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones

VoWLAN

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones

SIP Based Push to Talk

VoWLAN

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones


VoWLAN Location Aware Applications

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones



Location Aware Technology

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones




Location Aware Services

Visibility

VoWLAN Phones

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones





Visibility

VoWLAN Phones

WCDMA / UMTS

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones





Visibility

VoWLAN Phones

WCDMA / UMTS

HSUPA

HSDPA

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones





Visibility

VoWLAN Phones

WCDMA / UMTS

HSUPA

HSDPA

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones





Visibility

VoWLAN Phones

WCDMA / UMTS

HSUPA

HSDPA

1x EvDO

1x EvDO Rev A

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones





Visibility

VoWLAN Phones

WCDMA / UMTS

HSUPA

HSDPA

1x EvDO

1x EvDO Rev A802.16d WIMAX

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones





Visibility

VoWLAN Phones

WCDMA / UMTS

HSUPA

HSDPA

1x EvDO


802.16e WIMAX

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones





Visibility

VoWLAN Phones

WCDMA / UMTS

HSUPA

HSDPA

1x EvDO


802.16e WIMAX

Mobile TVStreaming

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TechnologyTrigger





Maturity

Visibility

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP

VoWLAN Phones





Visibility

VoWLAN Phones

WCDMA / UMTS

HSUPA

HSDPA

1x EvDO


802.16e WIMAX

Mobile TVStreaming

Mobile TV Broadcast

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TechnologyTrigger





Maturity

VisibilityKey: Time to Plateau

Less than two years

Two to five years

Five to 10 years

More than 10 years

802.11a/g Wi-Fi

Wi-Fi Hotspots

VoIP





VoWLAN Phones

WCDMA / UMTS

HSUPA

HSDPA

1x EvDO


802.16e WIMAX

Mobile TV Broadcast

Mobile TVStreaming

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thank youFor further information please visit:

www.3i.com

1 A presentation to: Wi-Fi Business Development Summit.

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